Did You Know? Monaco Formula 1 (F1) Racing Winglets Manage Risk…
Executive Summary The 2026 Monaco Grand Prix, round six of the Formula 1 World Championship, runs this weekend from June 5 to June 7 on the iconic Circuit de Monaco. Market Volatility: The Best Days and Worst Days Travel Together
The stock market’s best and worst days tend to arrive together, and the early months of 2026 offered a timely reminder. The S&P 500 fell nearly -10% from its late-January Oil and LNG Natural Gas Markets: Fundamentals, Geopolitics and What Investors Should Watch
Despite ongoing headlines about Middle East tensions and potential disruptions, the global oil market enters 2026 with a fundamental backdrop of supply exceeding demand. Crude inventories remain adequate, and analysts still see surplus CIO Stuart Katz on Money Life with Chuck Jaffe
Chief Investment Officer Stuart Katz joined Money Life with Chuck Jaffe to discuss why rate cuts could push investors off the sidelines, the bond sectors best positioned to benefit, and
Should Advisors Ride the Foreign Stock Rally?
Chief Investment Officer, Stuart Katz, was featured in Investment News’ October issue discussing the foreign stock rally. He highlights Europe’s “game-changing” fiscal spending as a key driver of recent appreciation. Read Corporate Bond Trade-Offs: Attractive Income, Limited Cushion
September 17, 2025 – Corporate credit spreads are at levels not seen in decades. Investment-grade credit spreads, which measure how much more a top-rated company pays to borrow compared to How Withdrawal Rates Impact Your Portfolio in Retirement
Many people spend years preparing for retirement by saving and investing, but planning shouldn’t stop once the paychecks do. Transitioning from earning income to withdrawing it from your portfolio is Lessons from the ’90s: How AI Is Powering a New Investment Cycle
Technology spending is accelerating at the fastest pace in decades. Figure 1 shows investment in information processing equipment and software grew +14% year-over-year (YoY) in Q1 2025, the fastest pace
Corporate Earnings Off to a Solid Start in 2025
The stock market’s performance is a function of two variables: earnings and valuations. A company generates profits, and investors assign a multiple to those profits, such as 15x or 20x